WHY WE EXIST
It began with one
simple belief.
Financial guidance should help people feel better, not overwhelmed. Everyone deserves to feel ready for financial planning, no matter where they’re starting.
Maybe your're focused on being great at your day job, and finance feels like another language.
Maybe you’re just getting started building your savings. Maybe investing still feels new to you.
Maybe life has taken you down unexpected paths, and you’re looking for guidance that actually fits where you are now.
Many people are simply looking for someone to explain money in a way that feels approachable and judgment-free.
We saw an opportunity to create just that.
Money Positive was founded to make financial wellness more accessible, more inclusive, and more human. We wanted to create a place where people could ask questions freely, make informed decisions with confidence, and build financial futures that reflect their own goals and values.
Today, that mission continues to shape everything we do.
OUR MISSION
To make financial wellness accessible and empowering through human-centered financial guidance and support.
Money Positive was founded to make financial wellness more accessible, more inclusive, and more human. We wanted to create a place where people could ask questions freely, make informed decisions with confidence, and build financial futures that reflect their own goals and values.
Today, that mission continues to shape everything we do.
OUR VISION
To help create a future where financial health isn't limited by wealth, background, or identity.
We envision financial planning becoming something people seek because it empowers them, not because they meet a traditional minimum net worth.
OUR PURPOSE
Financial wellness isn't just about building wealth.
It’s about creating stability. Preparing for life’s milestones. Supporting the people you love. Building a business. Planning for the unexpected. Creating opportunities for the future.
Every financial decision is connected to the life you want to build. We’re here to help make it possible.
What Is a Co-op?
A cooperative, or co-op, is a business built around shared ownership and shared purpose. Instead of being structured to maximize value for outside investors or a small group of owners, a co-op is designed to create value for the people who are part of it.
We chose the cooperative model because it gives us the freedom to build a financial planning firm that reflects our values: collaborative, transparent, accessible, and human. It allows the people doing the work to have a meaningful voice in how the organization grows and how we serve our community.
What Is a B Corp?
Business can be a force for good. That’s the idea behind the B Corp movement.
B Corps are businesses that commit to considering more than just their bottom line. They look at how their decisions affect their employees, customers, communities, and the environment, and hold themselves accountable to higher standards of social and environmental responsibility.
Our commitment to B Corp principles helps us stay intentional about how we operate, how we treat our team, how we work with our partners, and how we show up for the communities we serve.